Gradient Investments’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-750
| Closed | -$232K | – | 834 |
|
|
2024
Q2 | $232K | Sell |
750
-13
| -2% | -$4.01K | 0.01% | 305 |
|
|
2024
Q1 | $229K | Hold |
763
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $209K | Buy |
+763
| New | +$209K | 0.01% | 330 |
|
|
2019
Q1 | – | Sell |
-19
| Closed | -$3K | – | 927 |
|
|
2018
Q4 | $3K | Sell |
19
-34
| -64% | -$5.37K | ﹤0.01% | 786 |
|
|
2018
Q3 | $8K | Sell |
53
-48
| -48% | -$7.25K | ﹤0.01% | 663 |
|
|
2018
Q2 | $16K | Buy |
101
+19
| +23% | +$3.01K | ﹤0.01% | 524 |
|
|
2018
Q1 | $13K | Hold |
82
| – | – | ﹤0.01% | 578 |
|
|
2017
Q4 | $13K | Buy |
+82
| New | +$13K | ﹤0.01% | 549 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$53K | – | 797 |
|
|
2016
Q4 | $53K | Buy |
+400
| New | +$53K | ﹤0.01% | 262 |
|